【隔夜行情】

•zhouer（2024nian12yue10ri），agusandazhishugaokaidizou，jiezhishoupan，shangzhengzongzhizhang0.59%，bao3422.66dian；kechuang50zhishuzhang0.75%，bao1010.91dian；shenzhengchengzhizhang0.75%，bao10812.58dian；chuangyebanzhizhang0.69%，bao2264.05dian，hushenliangshichengjiaoetupo2wanyiyuan；beizheng50zhang2.35%，qizhong130zhigegushouzhang，126zhigegushoudie。

•zhouer（2024nian12yue10ri），ganggusandazhishujitishoudie，jiezhishoupan，hengshengzhishudie0.5%huo102.81dian，bao20311.28dian，quanrichengjiaoe2475.42yigangyuan；hengshengguoqizhishudie0.74%，bao7306.16dian；hengshengkejizhishudie1.39%，bao4591.94dian。

•zhouer（dangdishijian2024nian12yue10ri），meigusandazhishujitishoudie，jiezhishoupan，daozhidie154.10dian，diefuwei0.35%，bao44247.83dian；nazhidie49.45dian，diefuwei0.25%，bao19687.24dian；biaopu500zhishudie17.94dian，diefuwei0.30%，bao6034.91dian。

【今日新股】

jinri1zhixinshengou，wuxingushangshi。

新股申购：

boyuangufen，chuangyebanzhengquandaima301617，gongsishiyijiazhuanyecongshijingxihuaxuepindegaoxinjishuqiye，baokuodianhuawu、guijinshucuihuaji、faguangcailiaodengchanpinyanfa、shengchan、xiaoshoujiziyuanzongheliyong，chanpinjifuwuguangfanyingyongyuyiyao、huagong、guangdiancailiao、siliao、shipindenglingyu。

【重要新闻】

【上海：用好100亿元集成电路设计产业并购基金 设立100亿元生物医药产业并购基金】shanghaishirenminzhengfubangongtingyinfa《shanghaishizhichishangshigongsibinggouzhongzuxingdongfangan（2025—2027nian）》，jiakuaipeiyujijubinggoujijin。yinruzhuanyesaidaoshichanghuabinggoujijinguanliren，xiyinjijushichanghuabinggoujijin，fuhetiaojiandenaruguquantouzijijinshelikuaisutongdao。yonghao100yiyuanjichengdianlushejichanyebinggoujijin，sheli100yiyuanshengwuyiyaochanyebinggoujijin。zhengfutouzijijinkeyitongguoputonggu、youxiangu、kezhuanzhaidengfangshicanyubinggoujijinchuzi，bingshidangrangli。“lianzhu”qiyetongguoqiyefengxiantouzi（cvc）fangshiweiraobenchanyelianguanjianhuanjiekaizhanbinggouzhongzude，jiangcvcjijinshelinarukuaisutongdao。

【广东：到2030年 完成100个左右重点产品碳足迹核算及标识应用】cailianshe12yue10ridian，guangdongshengfagaiweiyinfa《guangdongshengtuijinyuegangaodawanquchanpintanzujirenzhengshidianjianshefangan》。qizhongtichu，dao2030nian，quanshengchanpintanzujiguanlitixigengjiawanshan，fugaifanweiguang、shujuzhilianggao、guojiyingxiangliqiangdezhongdianxingyetanzujibeijingshujukuhuoshujujijibenjiancheng，wancheng100gezuoyouzhongdianchanpintanzujihesuanjibiaoshiyingyong，tanbiaoshizaiyuegangaodawanquneiyingyongchangjingfengfu，dedaoqiyehexiaofeizhedepubianrentong，chanpintanzujihesuanguize、biaozhunhetanbiaoshidedaoguojirenke，yuegangaodawanqutanzujiguanlijifuwutixiquanmianjianli，weiguojilvsemaoyi、guoneilvsexiaofeihechanyelvsezhuanxingshengjitigongyoulibaozhang。

【主题机会】

【上海：力争到2027年在集成电路、生物医药、新材料等重点产业领域培育10家左右具有国际竞争力的上市公司 形成3000亿元并购交易规模】12yue10ri，shanghaishirenminzhengfubangongtingyinfa《shanghaishizhichishangshigongsibinggouzhongzuxingdongfangan（2025—2027nian）》，zhuyaomubiaotichu，lizhengdao2027nian，luodiyipizhongdianxingyedaibiaoxingbinggouanli，zaijichengdianlu、shengwuyiyao、xincailiaodengzhongdianchanyelingyupeiyu10jiazuoyoujuyouguojijingzhenglideshangshigongsi，xingcheng3000yiyuanbinggoujiaoyiguimo，jihuozongzichanchao2wanyiyuan，jiju3-5jiayoujiaoqiangxingyeyingxianglidezhuanyebinggoujijinguanliren，zhongjiejigoubinggoufuwunenglidafutigao，binggoufuwupingtaifahuijijizuoyong，huishi、shiqu、zhengqihelixianzhujiaqiang，zhengcebaozhangtixixietongfali，nulijiangshanghaidazaochengweichanyenengjixianzhutisheng、binggoushengtaigengjiajianquan、xiezuojizhiduoyuanzhangxiaodeshangshigongsibinggouzhongzuxianxingquheshifanqu，genghaofuwujingjigaozhiliangfazhan。